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My thesis on why $IONQ will reach a multi trillion market cap in 15 years+. The key is ER = EPR. The ER = EPR conjecture was proposed by Maldacena & Susskind in 2013, positing that quantum entanglement (EPR pairs) and wormholes (Einstein-Rosen bridges) are fundamentally the same phenomenon viewed from two different perspectives. Basically it means that every time $IONQ entangles two trapped ions in its quantum computers, it is creating a micro-wormhole. For over a decade this remained a conjecture, that changed in January 2025 when Chris Fields, James F. Glazebrook, and Antonino Marcianò elevated it from a conjecture to an operational theorem. The physics is no longer speculative, it's proven in a well-defined framework. If ER = EPR then $IONQ will be the backbone of technologies such as teleportation, wormhole traveling and FTL communication. But to get there, the road ahead is long. So far they demonstrated visible to telecom conversion in September 2025. This opens the door to connecting QPUs over standard commercial fiber. They also have a functioning entanglement network in Chattanooga and operational QKD over 1,500 km in Romania. But connecting two QPUs over fiber is just the beginning. Once $IONQ connects two QPUs via photonic entanglement, which they still have to formally demonstrate, you have entanglement between two physically separated points. If ER = EPR, that's a wormhole. But it's non-traversable: you cannot send usable information through entanglement alone. You still need a classical channel, which is limited to the speed of light. The wormhole exists but you can't walk through it, yet. The next challenge is extending that entanglement to bigger and bigger distances using quantum repeaters. This is where the acquisitions matter. $IONQ bought Lightsynq for photonic interconnects and quantum memory...the technology that "holds open" entanglement for longer. They bought Qubitekk which is the hardware that generates and distributes entangled photons over fiber, ID Quantique to secure it and Skyloom for space optical communications. Now here's where things get truly interesting. Once $IONQ reaches tens of thousands of logical qubits (their post-SkyWater accelerated roadmap: 8,000 in 2028, 80,000 in 2029), they can simulate traversable wormholes with sufficient fidelity to study the properties of information transport through the wormhole. It's not yet a physical traversable wormhole, but it's the engineer's blueprint, the detailed design of how it would work. Think of it this way: first you simulate a bridge on a computer, then you build it. The leap from non-traversable to traversable micro-wormholes is the hardest step. This requires negative energy...amplified Casimir effect, or related mechanisms. Once traversable wormholes are demonstrated at microscopic scale (transport of single particles through an engineered micro-wormhole), you can test real FTL communication: information traveling instantaneously between two points via a stabilized traversable wormhole. Imagine that, you can communicate between Earth to Mars without any lag...it's instantaneous. When antigravity will be disclosed this technology will be worth an enormous amount of money. It will be the backbone to communicate between Earth (or whatever other point in the galaxy) to any other point in the galaxy without lag. Lastly, the last piece is going from micro traversable wormholes, to macro traversable wormholes. Not only transfer of information (FTL communication), but also transfer of matter...this is the technology that will enable interstellar travel. Each phase builds on the previous one. The underlying physic never change, ER = EPR is always ER = EPR. What changes is our ability to engineer and stabilize the wormhole. If $IONQ maintain the dominant position in quantum, then all these technologies, along with the standard quantum computing business + quantum sensing + traditional quantum security will transform IonQ from a 10 billion company to a 10 trillion company. At that point 1 trillion will become the floor. The key is ER = EPR.

Note that this $INFQ cheerleader does everything they possibly can to avoid acknowledging that quantum computing stocks are objectively overvalued. They fall right into what we call, "the four most dangerous words" trap. "This time it's different." This mistake is most often made by people with little experience observing markets and themes over decades. They focus too much on the stories, just like everyone else who falls prey to these hype cycles. They parrot the same old tired "our technology is the greatest" stories that every quantum computing company spins. We know this because we've been covering quantum technologies and speaking with experts for over a decade. Then they go into "attack the messenger" mode and show very little knowledge of the depth we actually apply to our domain. It also seems as if they've never seen investment professionals analyze investments using a codified methodology that's been developed over decades. Yes, we all know quantum tech could be hugely disruptive and meaningful for tech and human progress. We've been hearing that for decades. Literally. It all comes down to execution, and plenty of promising tech stories have failed to transpire. Of those that have, some don't even prove lucrative for retail investors. So going right into the cliche $NVDA, $TSLA, $AAPL, $GOOGL analogies is predictable as the sun is hot and shows a lack of investing experience. All the cheerleaders do this. Predictably. They point to the greatest success stories as it it's apples to apples when quantum computing isn't even remotely close to seeing even an iota of the success that these stories have seen. They fail to point to the countless hyped technologies that spun stories for decades and never transpired. Even worse, they fail to acknowledge just how broadly this industry extends just beyond the one name we're talking about - $INFQ - and the SPAC lot with stale growth stories like $RGTI and $QBTS. Progress in the quantum computing space extends well beyond these SPACs which were pushed onto retail investors who blindly bought the BS. The world's largest tech companies - $IBM, $GOOG, $MSFT, and $AMZN are all pouring billions into quantum tech. As some experts have told us, the winner at the moment will most likely be incented not to let anyone know their advancements. Probably the most exciting play coming for retail investors is the proper IPO Quantinuum has teed up. Very exciting! It will most likely be better than a lot of this SPAC junk being pushed on gullible retail investors who don't know any better. So when we objectively and correctly point out that quantum computing stocks are overvalued, it's okay to admit that. Your sacred cow will be okay. And no need to go into pit bull mode and start trying to attack people's credibility. You only look foolish when you waste everyone's time trying to do that.